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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,840 | $91,559-35.7% | $133,959-56.1% | $79,858-26.3% |
| Participation rate | 34.7% | 73.3%-38.7pp | 79.8%-45.2pp | 69.6%-35.0pp |
| Annual return | 14.31% | 61.85%-47.5pp | 45.09%-30.8pp | 31.72%-17.4pp |
| Employer contribution / active EE | $765 | $2,384-67.9% | $3,919-80.5% | $2,471-69.0% |
| Participant deferral / active EE | $1,319 | $3,734-64.7% | $5,047-73.9% | $3,740-64.7% |
| Admin fee / account holder | $2,514 | $6,321-60.2% | $8,928-71.8% | $5,306-52.6% |